1. What is WBCS (Wifox Business Core Solution)

WBCS is a versatile finance-focused solution (Customer Relationship Management) system that can be adapted for various purposes, including sales.

The system is designed for any organization that needs to manage complex client relationships and financial data. The users of the system include sales, marketing, financial, and project managers, as well as IT administrators.

WBCS supports multilingual configurations, allowing it to be adapted to any language. The system incorporates robust security features, including two-factor authentication.

Main Functionality

The WBCS system provides tools and features for:

• Project management

• Client management

• Financial management

• Customer platform management

These tools and features are organized across eight modules: Projects, Desks, Employees, Clients, Requests, Roles, Client Area, Core Banking, and API. Additionally, Wifox Business Core Solution can integrate with third-party platforms for a variety of tasks, such as automated translations, financial transactions, and custom API integrations.

AI Assistant (Markup)

WBCS includes a built‑in AI Assistant—“Markup”—that you can use to get instant answers and step‑by‑step guidance anywhere in the system:

Where to find it: Look for the floating ❓ chat icon in the bottom‑corner of every page (near the main content area).

What it does:

• Ask any question about using WBCS (“How do I create a new project?”, “Where do I edit bucket postbacks?”, etc.)
• Receive concise explanations, walkthroughs, and contextual tips without leaving your current screen
• Browse suggested help topics or type your own query